Walton Electric Membership 401(k) match, vesting and fees
What Walton Electric Membership's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Mcnair, Mclemore, Middlebrooks, LLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 127 defined-contribution plans in utilities with 100 to 499 participants.
| Walton Electric Membership: employer contribution per participant | $8,431 | |
| Peer median | $3,995 |
| Walton Electric Membership: average balance | $267,585 | |
| Peer median | $115,215 |
| Walton Electric Membership: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.29% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $65.7M at the end of plan year 2021 to $74.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 281 | $74.4M | $2.3M | $8,431 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 286 | $66.5M | $2.2M | $7,605 | 0.01% | Not published | Form 5500 ↗ |
| 2023 | 284 | $60.8M | $1.9M | $6,910 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 276 | $55M | $1.7M | $6,604 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 269 | $65.7M | $1.6M | $5,971 | 0.02% | Not published | Form 5500 ↗ |
Other Walton Electric Membership plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Walton Electric Membership Corporation Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Mcnair Mclemore Middlebrooks & Co (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Walton Electric Membership match 401(k) contributions?
The match terms for the The Walton Electric Membership Corporation 401 K Plan have not been published from its filing yet. The plan year 2025 filing reports $2.3M in employer contributions, about $8,431 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Walton Electric Membership 401(k) match vested?
The vesting schedule for the The Walton Electric Membership Corporation 401 K Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Walton Electric Membership 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is The Walton Electric Membership Corporation.
I left Walton Electric Membership. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (The Walton Electric Membership Corporation, (770) 267-2505) or the recordkeeper, Empower Annuity Insurance Company. The Walton Electric Membership old 401(k) page lists the contacts from every plan filing. Find an old Walton Electric Membership 401(k)
Data from the public Form 5500 annual reports Walton Electric Membership filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Walton Electric Membership. Not financial advice. Report a correction · Methodology